Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Amerco Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$556.91 - $725.62 $227,776 - $296,778	-409 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$651.33 - $759.25 $120,496 - $140,461	-185 Reduced 31.14%	409 $297,000
Q3 2021 Nov 02, 2021	BUY	$559.1 - $673.74 $332,105 - $400,201	594 New	594 $384,000

Others Institutions Holding UHAL

# of Institutions

213

Shares Held

6.87M

Call Options Held

26.1K

Put Options Held

9.1K

Vanguard Group Inc Valley Forge, PA

855K
Shares

$59.2 Million
0.0% of portfolio
Scharf Investments, LLC

704K
Shares

$48.8 Million
1.68% of portfolio
Southpoint Capital Advisors LP New York, NY

600K
Shares

$41.6 Million
1.3% of portfolio
Smead Capital Management, Inc. Phoenix, AZ

543K
Shares

$37.6 Million
0.62% of portfolio
Nelson Peltz Trian Fund Management, L.P. | New York, Ny

450K
Shares

$31.2 Million
1.09% of portfolio

View Full List

About AMERCO

Ticker UHAL
Exchange NASDAQ
Sector Industrials
Industry Rental & Leasing Services
Shares Outstandng 19,607,800
Market Cap $1.36B
Description
AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towin...

More about UHAL

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